Current Quarter Pulse
Portfolio YTD i
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vs SPY
Earnings Season i
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reported
Estimate Momentum i
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last 30 days
Rating Momentum i
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last 30 days
Median Fwd P/E i
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portfolio
Conviction Summary
Active Alerts i
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All
Portfolio
Watchlist
Avg EPS Beat
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Avg Rev Beat
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Beat Rate
Guidance ▸
Avg Sentiment
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Avg Score
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Median Fwd P/E
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All
Portfolio
Watchlist
Results
Forward Estimates
Surprises
Previews
War Room
Adjustments
EPS Surprise
Revenue Surprise
Pre-earnings "what to watch" briefs — auto-generated during autopilot prep. Past reports collapse automatically.
Loading previews...
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Top Mover (YTD)
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Avg Estimate Rev (30d)
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Net Upgrades (90d) ?Net analyst rating changes (upgrades minus downgrades) across coverage over the past 90 days. Positive means more upgrades; negative means more downgrades.
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Bullish / Bearish ?Count of tickers with bullish vs bearish analyst momentum labels. A ticker is bullish when net 90-day rating changes are positive; bearish when negative.
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Momentum Dashboard
Portfolio
Watchlist
All
Momentum Heatmap ?Color-intensity grid showing relative momentum strength across price, estimate, rating, conviction, and theme signals. Green = positive, red = negative, intensity = magnitude.
Estimate Revision Scatter ?EPS revision (x) vs Revenue revision (y) over 30 days. Dot size = market cap tier. Upper-right = broad estimate lifts; lower-left = broad cuts.
Sector Momentum Rollup ?Aggregate momentum signals by sector or sub-sector. Shows average composite score (price + estimate + rating) and breadth (% of tickers with positive momentum).
Sector
Sub-Sector
Price vs Estimate Divergence ?Flags tickers where price momentum and estimate momentum move in opposite directions — potential mean-reversion or dislocation signals.
Conviction × Momentum ?Cross-reference conviction scores with momentum signals. High conviction + accelerating momentum = strongest signal overlap. High conviction + decaying = potential concern.
Price Momentum ?Year-to-date and quarter-to-date price returns plus distance from 52-week high. Identifies relative strength leaders and laggards across the portfolio.
Estimate Revisions (30d) ?Percentage change in consensus EPS and revenue estimates over the last 30 and 90 days. Rising estimates signal improving fundamentals; falling estimates flag deterioration. NTM annual period used.
Rating Momentum ?Analyst rating activity over 30 and 90 days — upgrades, downgrades, net direction, and bullish consensus %. Captures sell-side sentiment shifts before they fully price in.
Theme Momentum Map ?Visual map of themes sized by mention count and colored by momentum status. Green = accelerating, blue = new, gray = stable, red = decaying.
Theme Momentum ?Tracks investment themes extracted from earnings transcripts and news. Themes are labeled accelerating, stable, decaying, or new based on mention frequency trends across quarters. Highlights emerging narratives and fading catalysts.
All
Sector
Macro
Company
Valuation Multiple Analysis
Portfolio
Watchlist
All
Sector Analysis
Identify emerging sector trends and rebalancing opportunities
Analytics
Insights
All Coverage
Portfolio
Watchlist
1M
QTD
YTD
1Y
Sector Momentum Ranking
Estimate Revision Momentum ?Average change in consensus EPS (blue) and revenue (green) estimates by sector. Period controlled by the global toggle above. Positive bars indicate upward estimate revisions. Negative bars indicate cuts. Sectors sorted by EPS revision strength.
Sector Opportunity Map ?Bubble scatter: X-axis = sector momentum score (estimate revisions + earnings surprises + guidance), Y-axis = YTD alpha vs SPY. Bubble size = portfolio weight. Upper-right = strong momentum + outperformance. Lower-left = weakening fundamentals + underperformance. Use the dropdown to drill into sub-sectors within a broad sector.
Benchmark:
vs Sector ETF
vs SPY
Coverage vs Benchmark
Coverage Return vs ETF Benchmark
12-Month Price Path
Sub-Sector Drill-Down
Broad Sector
Sub-Sector
Research Files
▶
Thematic Intelligence
Industry-level thematic analysis by peer group and sector
All
30d
90d
180d
Peer Themes
Theme Dynamics
Curate
Showing
sector
scope themes — industry-level drivers shared across group members
Markets
Overview
Charts
1M
3M
6M
1Y
3Y
5Y
Major US Index ETFs
| Ticker | Name | Trend | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|
Sector ETFs
| Ticker | Name | Trend | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|
Commodities & Precious Metals
| Ticker | Name | Trend | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|
International ETFs
| Ticker | Name | Trend | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|
Crypto ETFs
| Ticker | Name | Trend | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|
Fund Performance
1M
3M
6M
YTD
1Y
All
Consolidated
WAF Trust
CAF Taxable
CAF IRA
Cumulative Return (indexed to 100)
— Fund (TWR)
— SPY
· · · Target (SPY+5%)
Open Positions
| Ticker | Conv. | Trend | Shares | Price | Beta (3Y) | Beta (5Y) | Value | Weight | YTD | QTD | Cost Basis / sh | Unrealized | Since Open | Contribution | Age |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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Realized Gains / Losses
By Quarter
Lot Detail
| Quarter / Ticker | Shares | Cost / sh | Sell / sh | Gain / Loss | Return |
|---|---|---|---|---|---|
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Dividend Income
| Date | Ticker | Amount | Description |
|---|---|---|---|
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Option Income
| Date | Underlying | Option | Type | Premium |
|---|---|---|---|---|
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Capital Flows
Deposits and withdrawals — used to calculate HPR
Capital Flows
Deposits and withdrawals — used to calculate HPR
Technical Signals
All
Portfolio
Watchlist
Actionable
| Ticker | Price | Signal | RSI | SMA 50 | SMA 200 | MACD | BB | vs SMA50 | Volume (rvol) | Earnings | Updated |
|---|---|---|---|---|---|---|---|---|---|---|---|
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Price / MA / Bollinger Bands
RSI (14)
MACD (12/26/9)
Decision Analysis
Model performance, conviction backtesting, scenario accuracy, and decision quality metrics.
Predictive Analysis
Statistical validation of the scoring model — correlation analysis, calibration testing, and cross-sectional backtests across the full coverage universe.
Model Validation
Consensus Divergence
Model Correction
Target Scorecard
Thematic Intelligence
Thematic Leaders
Cross-Sector Themes
Companies ranked by directional thematic density — who is accumulating bullish momentum vs bearish headwinds.
Convictions
Conviction scoring across portfolio and watchlist — sector breakdowns, peer group analysis, historical trends, and score movements.
Sector Avg Conviction Over Time
Conviction Distribution
Asymmetric Ideas
Bi-weekly scanner ranking coverage by BE-2Q25-style alpha setups. Score = (payoff)0.5 × (capacity)0.5 × gate. See docs/asymmetric-scanner/.
Last run: —
Capacity × Payoff
isoscore lines at 1.0 / 1.5 / 2.0 · color = proximity
Universe Size
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High Fidelity
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Medium Fidelity
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Low Fidelity
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Last Pipeline Run
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Upcoming Earnings
Company
Macro
All Catalysts
All
Portfolio
Watchlist
Insights
Bias Flags
Cohort
Review
All
Portfolio
Watchlist
Portfolio X-Ray
Consolidated
Overview
Factors & Conviction
Themes
Risk & Strategy
Portfolio Strategy
Define allocation constraints, sector exposure targets, and weighting methodology. The rebalancing engine reads these when generating trade lists.
Consolidated
Account-level settings override consolidated defaults. Leave blank to inherit.
Position Sizing
Weighting Strategy
Positions sized proportionally to their composite conviction score, then capped at min/max bounds.
Sector Exposure Targets
Current allocation shown for reference
| Sector | Current % | Target % | Max % | Drift |
|---|
Risk Classification
Holdings are auto-classified by conviction score. Thresholds are editable. Flags cascade to Performance and Overview pages.
| Tier | Threshold | Description |
|---|---|---|
| Anchor | Conviction ≥ 70 | Highest-conviction core holdings — overweight, long-duration positions |
| Ballast | Conviction 60 – 69 | Steady, above-average conviction — portfolio stabilizers |
| Contrarian | Conviction 50 – 59 | Divergent view from consensus — thesis-dependent, size carefully |
| High Risk | Conviction < 50 | Low conviction, no thesis, or invalidated thesis — review or exit |
Strategy Compliance
Load portfolio data to see compliance status
Account Overview
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Catalysts
Unified catalyst intelligence from SEC filings, newsletters, alternative data, and upcoming events across the coverage universe.
Catalyst Feed
10-Q Intelligence
Newsletter Signals
Insider Activity
Alt Data
Alternative Assets
Crypto, precious metals, and industrial metals: on-chain metrics, ETF tracking, ecosystem entities, macro drivers, and investment theses.
AI Resilience Screener ?
All
Portfolio
Watchlist
Dimension Explorer
All
Portfolio
Watchlist
All
Portfolio
Watchlist
Research Intelligence
AI Infrastructure
AI Software
Market Landscape
Scenario Engine
Private AI Tracker
Expert Research
All Tickers
Quality Gate (AI Res ≥ 65)
Revenue Growth — Sector vs AI Infrastructure
Buy Radar ?Ranks watchlist tickers by composite buy score (0–100). Blends four sub-scores: Conviction (fundamental + thematic quality), Estimates (recent revision momentum), Rating (analyst upgrade/downgrade trend), and Valuation (relative cheapness vs peers and history). Recalculated on demand.
Discoveries ?Weekly automated scan of FMP endpoints for new investment candidates. Scores tickers across Signal Breadth, Momentum, Fundamentals, and Smart Money. Runs every Sunday at 2pm ET.
Watchlist & Portfolio Management
Add, remove, or toggle tickers between portfolio and watchlist.
Changes take effect immediately — the pipeline reads from the database at startup.
| Ticker | Name | Sector | Type | |
|---|---|---|---|---|
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Database Connection
Enter your Supabase credentials to connect the dashboard to your earnings database.
These are stored in your browser only.
Found in Supabase → Settings → API → Project URL
Found in Supabase → Settings → API → Project API Keys → anon public
Prompt Templates
Manage Claude prompt templates for each pipeline stage.
Every save becomes the active template — previous versions are preserved.
Analysis
News
Thesis
Sector Insights
Required placeholders:
{eps_actual}
{eps_estimate}
{eps_surprise_pct}
{revenue_actual}
{transcript}
JSON fields must use
JSON fields must use
{{double braces}} to avoid being treated as placeholders.
Version History
Earnings Quality Score — Weights
Adjust how each factor contributes to the 0–100 score shown in tables and company pages.
Weights must sum to 100.
Pipeline Actions
Checking...
Trigger pipeline commands remotely. Server must be running:
python pipeline.py server
Sector Visibility Filter
Hide sectors from summary views (Sector Analysis, sector charts, sector performance, alerts by sector). Hidden sectors still appear in Overview table, Earnings, Portfolio Performance, and X-Ray.
CarbonArc Alt Data Metrics
Toggle which CarbonArc metrics are active per ticker. Each metric costs ~$5/refresh. Budget cap: $100/month.
Pipeline Run Logs
Recent pipeline execution history. Auto-loads the last 50 runs.
| Mode | Started | Duration | Status | OK / Err | Errors |
|---|---|---|---|---|---|
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